First Look Equities JOBS Act Summit

The First Look Equities Jobs Act Summit is a two-day event that brings together public and private companies, funding sources, and securities professionals in a collaborative and engaging environment.

Join us and key leaders like Secretary of State and Kendall Allmerico, as we unpack JOBS Act essentials, including Reg A+, 506B, and 506C. Investors, RIAs, BD’s and companies will all gain valuable insight and walk away with a better understanding of the JOBS Act and how it’s being used today.  Access to capital is key, but finding a trusted group to work with is essential.

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Metropole Global: International Think Tank

The Metropole Global Forum is a think tank focused on entrepreneurial economics. The event offers an exclusive, intimate setting designed to provide an unmatched opportunity to meet some of the most influential financiers, see the entire panorama of financing tools available to start-ups and emerging growth ventures, and connect with industry peers from all over the world.

Cleartrust is pleased to speak on opportunities now available under Regulation A+, with a focus on compliance and secondary markets.



WEBINAR Lemons to Lemonade: Leveraging Unclaimed Property Obligations to Strengthen Investor Relations

Issuers must adhere to 54 different sets of unclaimed property reporting and escheatment regulations in the US. Due to budget shortfalls, states are looking more and more to unclaimed property, and fines for failure to comply are mounting. This webinar is practical and engaging, offering issuers streamlined solutions that can actually strengthen investor loyalty.

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First Look Equities Summit: ClearTrust Hosts Uplisting Boot Camp Panel & Speaks on Reg A+ Panel

The First Look Equities Summit is an educational and networking event that brings together public companies, funding sources, and securities professionals in a collaborative and engaging environment.

ClearTrust’s Uplisting Boot Camp panel educates officers and directors of OTC-traded public companies about the benefits of uplisting to a higher exchange. An all-star panel of securities professionals will equip attendees with valuable information about financial and corporate governance requirements, the application process, advantages of uplisting, and life as an exchange-listed public company.

ClearTrust also spoke on the Regulation A+ Panel with OTC Markets and Duane Morris.

Uplisting Boot Camp

Regulation A+ Start to Finish with OTC Markets



FinFair Conference: Leading Wall Street Experts explore Regulation A+, New Opportunities Created by the JOBS Act and Technological Innovation

FinFair 2015, a Dara Albright production, is the first conference platform to feature the leadership, products and technologies driving the crowd-centric retail alternatives market. It is designed to help growing businesses and investors take advantage of opportunities now available under the JOBS Act. ClearTrust Executive Director Kara Kennedy spoke on new trends in liquidity and clearing, with a particular focus on how Regulation A+ offerings will be impacted by the current regulatory agenda.



Uplisting Boot Camp: Expert Panel for Executives of Public Companies, Sponsored by the New York Stock Exchange

Held at the New York Stock Exchange in August and the LA Athletic Club in September, the Uplisting Boot Camp featured an engaging, highly interactive panel of experts, including attorneys, Exchange representatives, Investment banks, IR Firms, and Executives of recently uplisted companies. The Boot Camp gave issuers a clear road map to becoming exchange listed, and outlined the costs and benefits of uplisting.


SEC Hot Topic Breakfast: The impact of the Dodd-Frank Act on Smaller Public Companies, with BONUS Presentation on the JOBS Act.

Held at the beautiful Ritz-Carlton, this highly informative, engaging presentation and a complimentary breakfast was well-attended by officers and directors of both public and private companies. Our panel of experts explored the key areas impacted by the Acts and offered smart solutions for complying and thriving in light of the changing regulatory environment.

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